Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,329 | $154,228-88.1% | $145,433-87.4% | $137,256-86.6% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 18.61% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,128 | $4,804-76.5% | $4,554-75.2% | $4,156-72.9% |
| Participant deferral / active EE | $1,682 | $8,216-79.5% | $7,897-78.7% | $6,407-73.7% |
| Admin fee / account holder | $1,299 | $14,344-90.9% | $13,129-90.1% | $12,270-89.4% |